Financial Services in Soquel, CA

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1. Dan Casagrande - Reverse Mortgages

Dan Casagrande - Reverse Mortgages

1414 Soquel Avenue, Suite 207, Santa Cruz, CA 95062

CLOSED NOW:9:00 am - 7:00 pm

From Business: Dan Casagrande is your local reverse mortgage expert serving Santa Cruz County, Santa Clara County, Monterey and San Benito Counties. Dan helps people understand their options…

YP
20 Years
in Business

2. Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™

Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™

2601 41st Ave Ste A, Soquel, CA 95073

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

3. Chase Bank

Chase Bank

1990 41st Ave, Capitola, CA 95010

CLOSED NOW:9:00 am - 2:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

Amenities:
Wheelchair accessible

4. Edward Jones - Financial Advisor: Marcus Poteete

Edward Jones - Financial Advisor: Marcus Poteete

1414 Soquel Ave, Santa Cruz, CA 95062

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

5. Mitchell Anne MS CPA

Mitchell Anne MS CPA

575 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:

From Business: We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events…

YP
39 Years
in Business

6. Santa Cruz County Bank

Santa Cruz County Bank

75 River St, Santa Cruz, CA 95060

CLOSED NOW:Closed

From Business: General Info Put Your Money Where Your Life Is! Santa Cruz County Bank is a local community bank serving the banking and lending needs of individuals and businesses. Here youll…

YP
175 Years
in Business

7. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

8. Edward Jones - Financial Advisor: Cheryl D Rebottaro

Edward Jones - Financial Advisor: Cheryl D Rebottaro

221 Mount Hermon Rd, Scotts Valley, CA 95066

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

9. Small Business Consulting Inc

Small Business Consulting Inc

5401 Scotts Valley Dr, Scotts Valley, CA 95066

CLOSED NOW:Closed

From Business: Tax Preparation & QuickBooks Set-Up & Clean-Up, Payrolls & Business Consulting, Accounting Services, Business Formations, Audit Representation, Corporate Compliance. In…

YP
58 Years
in Business

10. Edward Jones - Financial Advisor: Melissa A Sterling, AAMS®|CRPC™

Edward Jones - Financial Advisor: Melissa A Sterling, AAMS®|CRPC™

2121 41st Ave Ste 207, Capitola, CA 95010

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™

1500 41st Ave Ste 258, Capitola, CA 95010

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

12. Berger Lewis Accountancy Corporation

Berger Lewis Accountancy Corporation

740 Front St Ste 365, Santa Cruz, CA 95060

CLOSED NOW:

From Business: At Berger/Lewis, our clients are privately held companies, affluent individuals and nonprofit organizations who are passionate in the pursuit of their goals. Our mission, as…

13. Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

125 Water St Ste A-3, Santa Cruz, CA 95060

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Walters & Kondrasheff CPAs

Walters & Kondrasheff CPAs

4 Carbonero Way, Scotts Valley, CA 95066

CLOSED NOW:

From Business: *Servicing Individuals, Corporations, Partnerships, Non-profits and Fiduciaries AMENITY IRS EFile

YP
63 Years
in Business

15. Edward Jones - Financial Advisor: Kate Phillips

Edward Jones - Financial Advisor: Kate Phillips

5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

16. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

17. Edward Jones - Financial Advisor: Ivor Thomas

Edward Jones - Financial Advisor: Ivor Thomas

5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

18. Edward Jones - Financial Advisor: Diana K Brenneise, AAMS®

Edward Jones - Financial Advisor: Diana K Brenneise, AAMS®

563 Auto Center Dr Ste 101, Watsonville, CA 95076

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

19. Des Jardins, Lucille

Des Jardins, Lucille

555 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:

From Business: Thinking about aging and end-of-life issues can be difficult. Whether you are planning your estate or dealing with a family members incapacity or loss of life, you need help…

YP
49 Years
in Business

20. Busch Farren, LLP, Attorneys at Law

Busch Farren, LLP, Attorneys at Law

9057b Soquel Dr Ste F, Aptos, CA 95003

CLOSED NOW:Closed

From Business: Personal Representation. We work with our clients to ensure that their specific needs are met. Whether you're creating a comprehensive estate plan to ensure your assets are…

YP
12 Years
in Business

21. Tanudjojo, Mercy, AGT

Tanudjojo, Mercy, AGT

2737 Porter St, Soquel, CA 95073

From Business: The advisor listed is an Ameriprise financial advisor in Soquel. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the…

22. Charles Schwab

Charles Schwab

2407 Porter St Ste 100, Soquel, CA 95073

CLOSED NOW:Closed

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

23. Check N' Go

Check N' Go

1441 Main St Suite 101, Watsonville, CA 95076

CLOSED NOW:10:30 am - 2:00 pm

From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and provide a…

24. Santa Cruz Community Credit Union

Santa Cruz Community Credit Union

324 Front St, Santa Cruz, CA 95060

CLOSED NOW:9:00 am - 1:00 pm

From Business: Established in 1977, The Santa Cruz Community Credit Union is a nationally recognized financial institution, specializing in community development. Located in Santa Cruz,…

YP
14 Years
in Business

25. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

2121 41st Ave Ste 209, Capitola, CA 95010

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

26. U.S. Bank

U.S. Bank

110 Morrissey Blvd, Santa Cruz, CA 95062

From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Santa…

27. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

9055 Soquel Dr Ste D, Aptos, CA 95003

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

28. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

29. Check Into Cash

Check Into Cash

516 Main St, Watsonville, CA 95076

CLOSED NOW:10:00 am - 4:00 pm

From Business: Tomorrow can be payday®! Look no further than your neighborhood Check Into Cash in Watsonville, California. Because helping you is all we do®! We're glad to call the great…

30. Balance Plus Bookkeeping, Inc.

Balance Plus Bookkeeping, Inc.

824 Bay Ave, Capitola, CA 95010

CLOSED NOW:8:00 am - 5:00 pm

From Business: Our company offers a complete bookkeeping package which includes accounts payable, accounts receivable, payroll, bank reconciliations and financial reporting. We schedule and…

YP
36 Years
in Business

We found 115 results for Financial Services in or near Soquel, CA.They also appear in other related business categories including Financial Planning Consultants, Loans, and Financial Planners. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Eastside, Westside, and Central Santa Cruz.